38.—(1) As regards a transitional member, or a person who derives a benefit from the old scheme or new scheme in respect of a transitional member, the entitlement listed in column 1 of the table is disapplied and the corresponding entitlement in column 2 applies instead.
| Column 1 Original entitlement | Column 2 Revised entitlement |
|---|---|
| PART 1 Entitlements derived from the 1995 Section | |
| a lump sum on death under regulation F1. | a lump sum on death under regulation 111(a) of the 2015 Regulations. |
| an initial adult survivor pension under regulation G2(5) at the rate of the member’s pensionable pay for the first six months after the member’s death. | an initial pension at the rate of the member’s pensionable earnings under regulation 114(4) of the 2015 Regulations (and references in regulations G2(6), (7) and (8) and H3(7) and (8) of the 1995 Section to paragraph (5) of regulation G2 are to be taken to be a reference to a pension payable under regulation 114(4) of the 2015 Regulations). |
| an ongoing pension under regulation G2(6) based on one half of the member’s notional ill-health pension had the member become entitled to an Upper Tier pension under regulation E3 on the date of death. | (a) payable from the 1995 Section in respect of service in that Section, an ongoing adult survivor pension equal to the pension that would have been payable to the adult survivor under part G of the 1995 Section if the member had retired with a pension under regulation E1 of the 1995 Section on the date of death; and (b) payable from the new scheme in respect of service in that scheme, an ongoing survivor pension based on an Upper Tier IHP under regulation 114(5) of the 2015 Regulations. |
| a pension under regulation G4(3) equal to one half of the pension that would have been payable to the member had the member become entitled to an Upper Tier pension under regulation E3 on the day the member left pensionable employment. | (a) payable from the 1995 Section in respect of service in that Section, an ongoing adult survivor pension equal to the pension that would have been payable to the adult survivor under part G of the 1995 Section if the member had retired with a pension under regulation E1 of the 1995 Section on the date of death; and (b) payable from the new scheme in respect of service in that scheme, an ongoing survivor pension based on an Upper Tier IHP under regulation 116(2) of the 2015 Regulations. |
a dependant child’s pension under regulation H3 equal to the rate of the member’s pensionable pay when the member died, payable for the first— (a) three months under paragraph (8); (b) six months under paragraph (9); (c) six months under paragraph (10). | an initial pension of the same amount and for the same duration under regulation 122(6) or (7) of the 2015 Regulations. |
| an ongoing pension under regulation H3(3) based on a proportion of the member’s notional ill-health pension had the member become entitled to an Upper Tier pension under regulation E3 on the date of death or, if greater, the amount that pension would have been had it been based on 10 years’ pensionable service. | (a) payable from the 1995 Section in respect of service in that Section, an ongoing pension equal to the relevant proportion of the pension that would have been payable to the member if the member had retired with a pension under regulation E1 of the 1995 Section on the date of death; and (b) payable from the new scheme in respect of service in that scheme, an ongoing pension based on the appropriate fraction of the basic death pension specified under regulation 122(3) and (4) of the 2015 Regulations. |
| a pension under regulation H5(2) equal to the relevant proportion of the pension described in regulation H3(3). | (a) payable from the 1995 Section in respect of service in that Section, a child’s pension equal to the relevant proportion of the pension that would have been payable to the member if the member had retired with a pension under regulation E1 of the 1995 Section on the date of death; and (b) payable from the new scheme in respect of service in that scheme, an ongoing pension based on the appropriate fraction of the basic death pension specified under regulation 124(3)(a) and (4) of the 2015 Regulations. |
| PART 2 Entitlements derived from the 2008 Section | |
| a lump sum on death under regulation 2.E.17 or 3.E.17. | a lump sum on death under regulation 111(a) of the 2015 Regulations. |
a surviving adult dependent’s pension during the initial period of six months— (a) under regulation 2.E.3(1)(a) equal to the rate of the member’s pensionable pay at the time of death; or (b) under regulation 3.E.3(2)(a) equal to the rate of the member’s pensionable earnings during the last complete quarter before the member’s death. | a pension payable during the initial period at the rate of the member’s pensionable earnings under regulation 114(4) of the 2015 Regulations (and references in regulations 2.E.3(2), (3) and (4) and 3.E.3(2)(3) and (4) of the 2008 Section to “after the initial period” are to be taken to be a reference to the period for which the initial pension payable under regulation 114(4) of the 2015 Regulations is payable). |
an ongoing pension after the initial period— (a) under regulation 2.E.3(2)(a) equal to 37.5% of the Upper Tier ill health pension under regulation 2.D.8 to which the member would have been entitled if, on the date of death, the member had become entitled to such a pension in respect of any period of pensionable service; or (b) under regulation 3.E.3(2)(a) equal to the appropriate proportion of the Upper Tier ill health pension under regulation 3.D.7 to which the member would have been entitled if, on the date of death, the member had become entitled to such a pension. | (a) payable from the 2008 Section in respect of service in that Section, an ongoing adult survivor pension after the initial period equal to— (i) 37.5% of the pension under regulation 2.D.1 to which the member would have been entitled if, on the date of death, the member had become entitled to such a pension in respect of any period of pensionable service that the member is entitled to count; or (ii) equal to the appropriate proportion of the pension under regulation 3.D.1 to which the member would have been entitled if, on the date of death, the member had become entitled to such a pension in respect of any period of pensionable service that the member is entitled to count; and (b) payable from the new scheme in respect of service in that scheme, an ongoing survivor pension based on an Upper Tier IHP under regulation 114(5) of the 2015 Regulations. |
a pension under— (a) regulation 2.E.5(1)(a) equal to 37.5% of the Upper Tier ill health pension under regulation 2.D.8 to which the member would have been entitled if on the date the member’s pensionable service ceased the member had become entitled to such a pension; or (b) regulation 3.E.5(1)(a) equal to the appropriate proportion of the Upper Tier ill health pension under regulation 3.D.7 to which the member would have been entitled if on the date the member’s pensionable service ceased the member had become entitled to such a pension. | (a) payable from the 2008 Section in respect of service in that Section, an ongoing adult survivor pension equal to— (i) 37.5% of the pension under regulation 2.D.1 to which the member would have been entitled if, on the date the member’s pensionable service ceased, the member had become entitled to such a pension; or (ii) the appropriate proportion of the pension under regulation 3.D.1 to which the member would have been entitled if, on the date the member’s pensionable service ceased, the member had become entitled to such a pension; and (b) payable from the new scheme in respect of service in that scheme, an ongoing survivor pension based on an Upper Tier IHP under regulation 116(2) of the 2015 Regulations. |
a dependant child’s pension under— (a) regulation 2.E.10 equal to the rate of the deceased’s pensionable pay at the date of death, payable for the first— (i) three months under paragraph (6)(b)(i); (ii) six months under paragraph (7)(a); or (b) regulation 3.E.10 equal to the average rate of the deceased’s pensionable earnings during the last complete quarter before the member died, payable for the first— (i) three months under paragraph (5)(b)(i); (ii) six months under paragraph (6)(a). | an initial pension of the same amount and for the same duration under regulation 122(6) or (7) of the 2015 Regulations. |
| an ongoing pension under regulation 2.E.10(3) or 3.E.10(3) equal to the appropriate fraction of the basic death pension. | (a) payable from the 2008 Section in respect of service in that Section, an ongoing pension equal to the appropriate fraction of the basic death pension payable under— (i) regulation 2.E.10(3) of the 2008 Section; or (ii) regulation 3.E.10(3) of the 2008 Section, where that pension is based on the pensionable service that the deceased was entitled to count at the date of death; and (b) payable from the new scheme in respect of service in that scheme, an ongoing pension based on the appropriate fraction of the basic death pension specified under regulation 122(3) and (4) of the 2015 Regulations. |
| a pension under regulation 2.E.12(3)(a) or 3.E.12(3)(a) equal to the appropriate fraction of the basic death pension for the purposes of regulation 2.E.10 or 3.E.10 if the deceased had died on the date the deceased ceased to be an active member. | (a) payable from the 2008 Section in respect of service in that Section, a pension equal to— (i) 37.5% of the pension under regulation 2.D.1 to which the member would have been entitled if, on the date the member’s pensionable service ceased, the member had become entitled to such a pension; or (ii) the appropriate proportion of the pension under regulation 3.D.1 to which the member would have been entitled if, on the date the member’s pensionable service ceased, the member had become entitled to such a pension; and (b) payable from the new scheme in respect of service in that scheme, an ongoing pension based on the appropriate fraction of the basic death pension specified under regulation 124(3) and (4) of the 2015 Regulations. |
(2) Save where expressly provided in the table, no entitlement in respect of the matters listed in column 1 is payable from both the 2015 Regulations and—
(a)the 1995 Section; or
(b)the 2008 Section,
and no entitlement in respect of the matters listed in column 1 of the table is payable twice (under the 2015 Regulations or those Regulations and either the 1995 Section or 2008 Section) in respect of the same period of service.